Financial Planning for Pinoys by Joan Veronica Trojillo, RFP

Financial Planning for Pinoys by Joan Veronica Trojillo, RFP Helping families protect what matters most, prepare for their future, and build financial security with confidence.

25/08/2026

Today's work win. ✨

Prepared a ₱10M term insurance proposal for my 33-year-old client.

His annual premium? Around ₱31,000. That's a lot less than his one month's salary, yet it helps protect what could be 18 years' worth of future income.

Insurance isn't about expecting the worst. It's about making sure your family's plans don't disappear if you're no longer around to provide for them.

Imagine your spouse having the freedom to focus on raising your young kids instead of being forced back to work because of financial pressure.

That's the real value of protection.

💙

Why I love Mondays ✨️💸 Good morning!
23/08/2026

Why I love Mondays ✨️💸 Good morning!

18/08/2026

Day 10 of consistent work. ✨

Yesterday, I shared that I’m officially back with InLife.

Today, I received messages from former clients, and appointments are already being set. 💙

It’s a beautiful reminder that relationships built over time matter—and that showing up consistently creates momentum.

Happy to be back. Grateful for the trust, the relationships, and the opportunity to continue serving.

Day 9 of Consistent Work ✨ | Coming Full CircleA new chapter begins.I’m officially back at InLife. 💙The MP chapter was a...
17/08/2026

Day 9 of Consistent Work ✨ | Coming Full Circle

A new chapter begins.

I’m officially back at InLife. 💙

The MP chapter was a detour, but an important one. Every experience brought lessons, growth, relationships, and a clearer understanding of the kind of professional I want to be.

Today, I’m returning with renewed clarity and purpose.

Because sometimes, a detour isn’t taking you away from your path—it’s preparing you for the next part of it.

Here’s to building again, one intentional step at a time. ✨

16/08/2026

Day 8 of consistent work. 🤍

Entering a season where I want less perfection and more wonder.

More laughter.
More play.
More little adventures.
More moments that make me feel alive.

Just giving myself permission to enjoy this life—not someday, but now. 🤍✨

Day 7 of consistent work. ✨A year ago, this was simply a photo of my workspace—with a wallpaper representing something I...
15/08/2026

Day 7 of consistent work. ✨

A year ago, this was simply a photo of my workspace—with a wallpaper representing something I wanted to build.

Today, that wallpaper is a reality. 🤍

It’s a beautiful reminder that meaningful progress takes time.

In financial planning, we often talk about the power of consistency and compounding. The same principle applies beyond money: small, intentional actions repeated over time can create outcomes we once only imagined.

Keep showing up. Keep building.

Some dreams need time before they become visible. ✨

14/08/2026

Day 6 of consistent work ✨

Today was a meaningful day in two different ways.

I had a policy review with a client who has completed his 10 years of premium payments — a great reminder of the value of staying committed to a long-term financial plan.

And another milestone worth celebrating: one of my recruits got tagged today! 🎉

We first met to talk about this career back in March. Seeing this happen months after that first conversation reminded me once again that meaningful results take time.

Whether it's building a career, growing a business, or working toward financial goals, progress doesn't always happen quickly.

Sometimes, the most important thing is simply to keep showing up.

Everything takes time. Trust the process and keep doing the work. 🤍

13/08/2026

Day 5 of consistent work ✨

Surprised a longtime client with a birthday cake at her office today. 🎂

Building a career in financial planning isn’t just about policies, investments, and numbers. It’s also about building genuine relationships with clients and being present in the moments that matter.

Happy birthday to a wonderful longtime client! 🤍

12/08/2026

Day 4 of consistent work. ✨️

Today, I assisted one of my investment clients.

Two years ago, she invested ₱60,000 in a moderate-risk, multi-asset dividend-paying fund. Today, her fund value is ₱83,179 — a 38.6% increase in two years.

Her investment benefited from both market performance and dividend payouts, with the power of compounding working over time.

As a Financial Advisor and RFP, these are the client wins I value most. Not because of the numbers alone, but because they represent a financial goal that is moving in the right direction.

I prefer to underpromise but overdeliver — and today, I have another happy client. 💸✨️

Past performance is not indicative of future results. Investment values may go up or down.

11/08/2026

Day 3 of consistent work✨️

Started working on a new business idea today.

It came from a problem I experienced myself—and the thought that maybe there’s a better, fairer, and more intentional way of doing things.

Still very early. No name, no launch, no big announcements.

Just quietly building, learning, and figuring things out.

One small step at a time. 🤍

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Tarlac

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